Categories/tags let you organize clients into custom categories. They help you quickly identify client groups, like EAP clients, company name or client source. This tutorial guides you through creating and applying categories/tags step-by-step.
Why Tags Are Useful
Tags act as a visual system to organize and filter clients. They improve clarity, so within a single glance your know & understand your clients better.
How to Create Categories/Tags
For Organizations
- Go to Organization → Templates.
- Scroll down to the Categories/Tags section.
- Click Create Tag button.
- Enter a category title.
- Choose a color so you can identify the tag easily in your client list.
For Individuals
- Navigate to My Practice.
- Scroll down until you reach Categories/Tags.
- Select Create Tag.
- Add your title and pick a color to help differentiate the tag.
Create as many categories as needed to support EAP clients, referral sources, program types, or any other tags that suits your workflow
How to Apply Tags to a Client
- Go to My Clients.
- Select the client and open their File tab.
- Scroll down to the Category/Tag section.
- Click the pen icon to edit.
- In the popup, select the tags you want to apply.
- Save your changes.
This attaches tags directly to the client’s record, helping you filter and understand client groups instantly.
Next Actions for Your Practice
Tags are an easy but powerful tool for organizing your practice. By setting up simple categories and applying them to clients, you create a more streamlined, organized, and efficient workflow.
Start creating your engagement tags today to better manage your growing practice.
